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Invesco Municipal Opportunity Trust

108 hedge funds and large institutions have $195M invested in Invesco Municipal Opportunity Trust in 2025 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 41 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

116% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 19

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

2.58% less ownership

Funds ownership: 33.07%30.49% (-2.6%)

7% less funds holding

Funds holding: 116108 (-8)

10% less capital invested

Capital invested by funds: $217M → $195M (-$21.5M)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
108
Holders Change
-8
Holders Change %
-6.9%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
10
Increased
41
Reduced
19
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QL
51
Quarry LP
New York
$308K
Bank of America
52
Bank of America
North Carolina
$303K +$39.7K +4,088 +15%
AC
53
AlphaCore Capital
California
$301K +$308K +31,741 New
SG
54
StoneX Group
New York
$285K +$97 +10 +0%
LOPW
55
Live Oak Private Wealth
North Carolina
$285K +$97.2K +10,000 +50%
RAM
56
Readystate Asset Management
Illinois
$282K +$289K +29,719 New
AWA
57
Alaska Wealth Advisors
Alaska
$271K
MG
58
Marex Group
$260K -$110K -11,300 -29%
IWS
59
Insight Wealth Strategies
California
$246K +$4.81K +495 +2%
Brown Advisory
60
Brown Advisory
Maryland
$242K
RP
61
Riverbridge Partners
Minnesota
$237K +$16.4K +1,688 +7%
SFWA
62
Summit Financial Wealth Advisors
Louisiana
$204K
SQA
63
Simon Quick Advisors
New Jersey
$193K +$7.7K +792 +4%
BHWM
64
Bar Harbor Wealth Management
New Hampshire
$188K
FAM
65
Formidable Asset Management
Ohio
$179K +$183K +18,850 New
SRC
66
Shufro Rose & Co
New York
$176K
KPWS
67
Kestra Private Wealth Services
Texas
$163K -$23.1K -2,379 -12%
CIA
68
Capital Investment Advisors
Georgia
$161K
Jane Street
69
Jane Street
New York
$156K +$160K +16,416 New
KA
70
Kercheville Advisors
Texas
$143K
PB
71
Pinnacle Bancorp
Nebraska
$142K
PCM
72
Permanent Capital Management
Illinois
$138K -$11K -1,132 -7%
CAM
73
Cresset Asset Management
Illinois
$137K
CL
74
Choreo LLC
Illinois
$131K
Cerity Partners
75
Cerity Partners
New York
$123K -$13.2K -1,363 -10%

VMO Hedge Fund Activity: Q1 2025 in Review

108 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Invesco Municipal Opportunity Trust (VMO) for Q1 2025, worth a combined $195M — down 9.9% from $217M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of VMO and 10 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 41 added.

The largest buyer was Guggenheim Capital, adding an estimated $2.23M. The largest seller was Saba Capital Management, exiting entirely with an estimated $21.2M sold.

  • 108 institutional investors held Invesco Municipal Opportunity Trust (VMO) as of Q1 2025, down from 116 in Q4 2024.
  • Funds reported $195M of Invesco Municipal Opportunity Trust stock for Q1 2025, down 9.9% quarter-over-quarter.
  • 10 funds opened new Invesco Municipal Opportunity Trust positions in Q1 2025 and 17 closed out, a net change of -7 holders.
  • The largest Invesco Municipal Opportunity Trust buyer in Q1 2025 was Guggenheim Capital, an estimated $2.23M added.
  • The largest Invesco Municipal Opportunity Trust seller in Q1 2025 was Saba Capital Management, an estimated $21.2M sold.

Based on aggregated 13F filings for Q1 2025.